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Home My WebLink AboutDocumentation_Special Meeting_Tab 4_7/1/1998 • Memorandum To: Village Council From: Thomas G. Bradford, Village Manager l 7� Date: June 22, 1998 Subject: Consideration of Approval of Connie Holloman as Tequesta Finance Director; Agenda Item As you know, Tequesta' s long-time Finance Director, Bill- Kascavelis, retired effective June 30, 1998 . Accordingly, in anticipation of his departure Tequesta staff commenced the search for a replacement. Advertisements announcing the opening and soliciting submittal of resumes for the position were placed within the following publications: o International City/County Management Association Newsletter o Quality Cities Magazine o The Palm Beach Post • The closing date for receipt of resumes was May 15, 1998 . The Village received 40 resumes in response to its advertisements. The interview team consisted of: o Daniella Russell, CPA, Nowlen, Holt & Miner o Joann Manganiello, Assistant Village Manager/Village Clerk o Kim Bodinizzo, Personnel Specialist o Thomas G. Bradford, Village Manager Out of the 40 applications there were approximately 10 people who met our qualifications but only about 5 who were, or currently are, municipal Finance Directors. It was decided that these 5 persons would be interviewed. Upon conclusion of the interview process it was the unanimous consensus of the interview team that Connie Holloman represented the best fit for the Village of Tequesta as Finance Director. Ms . Holloman' s resume, copy attached, states that she has a • ti degree in accounting from the University of South Florida, is currently the Accounting Supervisor for. the Martin County School District, has served as an Accountant with the Palm Beach County School District, was Director of Accounting with the Clerk of the Circuit Court for Martin County and served as the Finance Director for the . City of St . Cloud, in addition to other positions with other organizations . Ms . Holloman' s references were checked and she received high regards from the same. Accordingly,, as Village Manager, I wish to appoint Connie Holloman as Tequesta' s Finance Director with a starting annual salary of $58, 000 effective August 3, 1998, since Ms . Holloman needs to give her current employer 30 days notice. The Village Charter, at Section 3 . 02 (7) when enumerating the functions and powers of the Village Manager states: " (7) To appoint all department heads of the Village, sub-iect to the approval of the Village Council, basing such recommendations upon merit and fitness alone. " (emphasis • added) It is recommended that the Village Council approve the appointment of Ms . Holloman as Tequesta Finance Director effective August 3, 1998, with an annual salary of $58, 000 . TGB/jr council\062298.sam Thursday,May 14,1998 10:20 AM To: From:Don Holoman Page:2 of 4 May 14, 1998 Village of Tequesta 250 Tequesta Drive Tequesta, Fl 33469 Dear Sir or Madame: I would like to be considered for the position of Finance Director. I am sending my resume for your review. • Having worked for government agencies for many years, I have been involved with administrative, as well as financial tasks_ I currently supervise the AIR,A/P,and G/L Divisions for the Martin County School District and prepare monthly as well as annual financial statements. I am a Certified Government Finance Officer in the State of Florida, with a strong background in fund accounting. I would appreciate the opportunity to discuss my qualifications with you. Sincerely, Connie Holloman CONNIE LEVENGOOD HOLLOMAN Thursday,May 14,1998 10:20 AM To: Front Don Hokoman Page:3 of 4 290-44-2287 Home Address: 4886 SW Bimini Circle South Phone: (561)781-0769 • Palm City,FL 34990 EDUCATION University of South Florida Manatee Jr.College Tampa,FL 33620 Bradenton,FL 33507 BA Degree Awarded August, 1978 AA.Degree Awarded Major. Accounting December, 1973 PROFESSIONAL TRAINING Lotus 1-2-3 WordPerfect dBase III Microsoft Works Microsoft Windows 3.1,Windows 95 Quattro Pro PROFESSIONAL EXPERIENCE Martin County School District Accounting Supervisor 500 East Ocean Blvd July 1996-present Stuart,FL 34996 Palm Beach County School District Accountant 3366 Forest Hill Blvd January 1994-June 1996 West Palm Beach,FL 33406 Clerk of the Circuit Court Director of Accounting Martin County September 1989-November 1992 Stuart,Florida 34995 City of St.Cloud Finance Director 1300 Ninth Street July 1988-Sept.1989 . St Cloud,Florida 32769 Investment/Auditor December 1987-July 1988 Sea World of Florida Accounting Supervisor 7007 Sea World Drive September 1986-December 1987 Orlando,Florida 32821 Recreation and Park Commission Accounting Supervisor East Baton Rouge Parish January 1983-September 1986 Baton Rouge,Louisiana 70814 ' • Thursday,May 14,1998 10:20 AM To: Front Don Holoman Page:4 of 4 Hollloman,Connie L. Page 2 EMPLOYMENT PROFILES MARTIN COUNTY SCHOOL DISTRICT:Supervision of accounting department,including accounts payable,accounts receivable,bank reconciliations,cash receipts,fixed asset control and general ledger. Prepare state and federal grant reports,assist with preparation of AFR. PALM BEACH COUNTY SCHOOL DISTRICT: Maintained investment register, prepared sales tax reports,prepared and monitored contract billings. Assisted in reconciliation of clearing accounts,general and subsidiary ledgers,and consolidated bank account. Maintained fixed asset records for reporting purposes,assisted with preparation of monthly internal financial reports,and with preparation of CAFR. CLERK OF THE CIRCUIT COURT:Martin County,FL. Supervision of finance department,including accounting functions of the Board of County Commissioners and Clerk. Prepared and/or reviewed state and local financial reports for all county divisions. Assisted in evaluation,purchase,conversion and installation of financial software for county-wide use. CITY OF ST.CLOUD:Full service city;including water,sewer and electric utilities,garbage collection and disposal,police,fire,parks and recreation,streets and drainage. Operating budget was$28 million dollars and capital budgetwas$25 million dollars. Supervision of finance,purchasing,data processing, record retention,and electric and water customer service. SEA WORLD OF FLORIDA-. Marine-life theme park,with multi-million dollar operating and capital budgets. Supervision of payroll processing,accounts receivable,accounts payable,cash reporting and general ledger entry. Development of policies and procedures manual for each area of finance. RECREATION AND PARK COMMISSION: State sanctioned Commission, providing recreational facilities for local communities. Total park acreage as of 1983 was 3,253,encompassing 124 parks, 137 softball fields, 16 gymnasiums,124 tennis courts and 9 lakes. Facilities also included a 640-acre zoo, 13-acre historic plantation and museum, and a 16-acre arboretum. Programs were offered at 38 recreation centers,horse activity center,velodrome,five golf courses,and seven swimming pools. The operating budgetwas$13 million and the capital budget was$12 million dollars. Supervision of payroll processing, accounts payable, inventory control, cash reporting, accounts receivable and data processing. Evaluated software needs,and assisted in purchase and installation of suitable software package. REFERENCES Upon request.